See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
REHN & ASSOCIATES9 years Service code 13 · EIN 91-1008626 | Contract Administrator | $208,526 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $165,225 |
TURNER, STOEVE & GAGLIARDI, P.S.10+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 | Legal | $54,662 |
VERUS4 years Filed as: VERUS ADVISORY INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $53,500 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $38,643 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $22,517 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,327 | $241,101-59.2% | $103,374-4.9% | $199,768-50.8% |
| Participation rate | 76.9% | 78.3%-1.4pp | 74.5%+2.4pp | 72.0%+4.9pp |
| Annual return | 15.21% | 17.80%-2.6pp | 24.89%-9.7pp | 34.26%-19.1pp |
| Employer contribution / active EE | $1,461 | $4,244-65.6% | $3,869-62.3% | $3,037-51.9% |
| Participant deferral / active EE | $764 | $3,958-80.7% | $5,058-84.9% | $5,090-85.0% |
| Admin fee / account holder | $237 | $288-17.6% | $8,394-97.2% | $269-11.9% |